Advisory Operations Specialist

Description

OPPORTUNITY

The Advisory Operations Specialist will provide both operational & administrative support to LBMC’s Advisory Services team, working closely with a number of Shareholders, Senior Managers, and partners to help confirm our project setups, billing, collections, and related administrative processes are following the established standards for content, presentation, and timeliness. There will be a strong focus on delivering exceptional customer service to both our internal and external clients. This role is a great opportunity for anyone passionate about supporting high-performing team members within our Advisory department, and involves a variety of responsibilities.

LBMC is a hybrid workplace, but this team is based in the Nashville area so preference will be given to candidates willing and able to be on-site 4-5 days/week in Brentwood.

SCOPE OF WORK

• Demonstrate an “extreme ownership” mentality around your work responsibilities
• Work well within a team environment through communication, responding timely, and providing updates on the status of tasks & projects
• Assist in the creation and setup of new clients, projects, account information, and supporting resources for our teams in a timely manner
• Create, edit, and file select engagement letters and similar contracts to ensure all steps are complete
• Provide calendar management to executive leadership within Advisory, where requested
• Coordinate appointments, reservations and catering orders as requested for teams
• Process timesheets, expense reports, mileage reimbursements, and corporate credit card reconciliation for leadership
• Coordinate new hire department onboarding, scheduling, and logistics
• Collaborate with other Advisory Ops team members to plan & support special events
• Assist with PowerPoint presentations and with updating documents on occasion
• Provide backup coverage for the main receptionist and supporting the office facility needs
• Maintain general office supplies and keep the break room stocked and serviced within the Advisory areas
• Support our client-facing teams with administrative, project-management like tasks, and offer administrative support to the departments
• Compile various reports, spreadsheets and presentations as needed
• Participate when necessary in any special projects, software implementation, and process improvement opportunities supporting the Advisory Services team
• Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and Code of Professional Conduct of the AICPA, HIPAA, and other regulating bodies and legislation as appropriate.
  
  

IDEAL CANDIDATE PROFILE

• Exhibits a positive attitude and a servant-leader type mindset
• Strong written and oral communication skills, service minded with the ability to deliver quality work under a deadline
• Strong interpersonal skills, development oriented
• Proven ability to handle multiple priorities and demonstrate excellent time management with exceptional attention to detail
• High school diploma or GED is required; associate degree in a business field is preferred
• 2 years of professional firm or administrative/executive assistant experience; and/or equivalent experience in job related activities is preferred
• Proficient in Microsoft Office suite with emphasis on Excel and PowerPoint
  
  

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.